Senior Assistant, Commercial Support

EPIC Brokers•Melville, NY

6d•Hybrid

About The Position

EPIC Brokers has an opening for a full-time Commercial Senior Support Assistant position in the Melville NY. This position assists Commercial Lines Account Managers in the various units on a daily basis as needed; with primary responsibilities of issuing Certificates of Insurance, processing Audits and Endorsements, along with other various responsibilities. Primary responsibilities of the position: Processing Endorsements per company procedures (car and equipment changes, adding locations, exposure changes, policy corrections) Prepare insurance documentation including complex certificates, EPI’s, Acord 855’s, loss runs, and vehicle identification cards Review of insurance requirements Analysis of policy coverage forms and privity of contract Set up and maintain client service activity files and filing (electronic), scanning and copying of all required documents Audit processing and analysis Loss runs Special projects for Account Managers and Producers Address coverage deficiencies related to certificates of insurance Perform other related support duties as requested Prepare and print proposals, schedules of insurance, and other reports Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards Contribute to a team effort by accomplishing related results as needed Train other team members as needed

Requirements

Two-year insurance agency experience preferred
Knowledge of insurance principles and regulations
Problem solving skills to address issues related to insurance coverage
Ability to manage multiple priorities, and instruction from multiple Account Managers and Producers
Excellent phone and customer service skills
Data entry with attention to detail
Ability to prioritize tasks to meet strict deadlines
Strong oral and written communication skills
Ability to work independently, as well as in a team environment
Technical proficiency in all Microsoft Office products
Travel between offices for educational or other mandatory meetings is occasionally required
College degree preferred
Broker’s license is required

Responsibilities

Processing Endorsements per company procedures (car and equipment changes, adding locations, exposure changes, policy corrections)
Prepare insurance documentation including complex certificates, EPI’s, Acord 855’s, loss runs, and vehicle identification cards
Review of insurance requirements
Analysis of policy coverage forms and privity of contract
Set up and maintain client service activity files and filing (electronic), scanning and copying of all required documents
Audit processing and analysis
Loss runs
Special projects for Account Managers and Producers
Address coverage deficiencies related to certificates of insurance
Perform other related support duties as requested
Prepare and print proposals, schedules of insurance, and other reports
Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
Contribute to a team effort by accomplishing related results as needed
Train other team members as needed

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation